IAVTX Mutual Fund

IAVTX Mutual Fund

NAV$15.62
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Returns Overview

1 Month
-1.29%
3 Months
+3.76%
6 Months
+7.32%
YTD
+9.13%
1 Year
+17.92%
3 Years (annualized)
+15.68%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+6.57%
vs Peers
+2.56%

IAVTX Mutual Fund Performance

IAVTX performance across multiple time periods: 1-month -1.29%, YTD 9.13%, 1-year 17.92%, 3-year 15.68%, 5-year 8.57%, 10-year 10.68%.

IAVTX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

IAVTX vs another fund shows side-by-side returns. IAVTX alternatives are available in the Mutual Fund Screener.